JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$11.1M ﹤0.01%
+797,743
1427
$11.1M ﹤0.01%
+358,916
1428
$11.1M ﹤0.01%
+171,297
1429
$11.1M ﹤0.01%
+564,072
1430
$11.1M ﹤0.01%
+624,777
1431
$11.1M ﹤0.01%
+877,448
1432
$11M ﹤0.01%
+153,241
1433
$11M ﹤0.01%
+209,032
1434
$11M ﹤0.01%
+277,023
1435
$11M ﹤0.01%
+853,773
1436
$11M ﹤0.01%
+501,122
1437
$10.9M ﹤0.01%
+771,541
1438
$10.9M ﹤0.01%
+214,928
1439
$10.9M ﹤0.01%
+533,231
1440
$10.9M ﹤0.01%
+2,865,800
1441
$10.8M ﹤0.01%
+150,056
1442
$10.8M ﹤0.01%
+257,079
1443
$10.8M ﹤0.01%
+618,379
1444
$10.8M ﹤0.01%
+230,670
1445
$10.8M ﹤0.01%
+198,483
1446
$10.7M ﹤0.01%
+133,509
1447
$10.7M ﹤0.01%
+566,621
1448
$10.7M ﹤0.01%
+165,409
1449
$10.7M ﹤0.01%
+624,018
1450
$10.7M ﹤0.01%
+362,770